ING Groep NV Has $1.18 Million Stake in Zebra Technologies Corporation $ZBRA

ING Groep NV lessened its position in shares of Zebra Technologies Corporation (NASDAQ:ZBRA) by 80.3% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,973 shares of the industrial products company’s stock after selling 16,218 shares during the period. ING Groep NV’s holdings in Zebra Technologies were worth $1,181,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Nordea Investment Management AB lifted its stake in Zebra Technologies by 1,826.5% in the third quarter. Nordea Investment Management AB now owns 997,495 shares of the industrial products company’s stock valued at $292,705,000 after buying an additional 945,718 shares during the period. Alliancebernstein L.P. increased its stake in shares of Zebra Technologies by 1,310.3% in the 2nd quarter. Alliancebernstein L.P. now owns 779,680 shares of the industrial products company’s stock valued at $240,422,000 after acquiring an additional 724,396 shares in the last quarter. Norges Bank acquired a new position in shares of Zebra Technologies during the 2nd quarter valued at $166,750,000. Balyasny Asset Management L.P. boosted its stake in Zebra Technologies by 469.4% during the second quarter. Balyasny Asset Management L.P. now owns 401,839 shares of the industrial products company’s stock worth $123,911,000 after acquiring an additional 331,263 shares in the last quarter. Finally, AQR Capital Management LLC grew its holdings in Zebra Technologies by 119.5% in the second quarter. AQR Capital Management LLC now owns 442,656 shares of the industrial products company’s stock worth $136,498,000 after purchasing an additional 241,004 shares during the period. Institutional investors and hedge funds own 91.03% of the company’s stock.

Wall Street Analyst Weigh In

ZBRA has been the topic of several recent research reports. Citigroup increased their price target on Zebra Technologies from $311.00 to $315.00 and gave the stock a “neutral” rating in a report on Friday. KeyCorp reaffirmed a “sector weight” rating on shares of Zebra Technologies in a research report on Thursday, October 30th. Truist Financial cut their target price on Zebra Technologies from $331.00 to $291.00 and set a “hold” rating on the stock in a report on Thursday, December 18th. Morgan Stanley set a $323.00 price target on shares of Zebra Technologies in a research note on Thursday. Finally, Zacks Research upgraded shares of Zebra Technologies from a “strong sell” rating to a “hold” rating in a report on Monday, December 29th. Five research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, Zebra Technologies currently has an average rating of “Hold” and a consensus target price of $339.25.

Zebra Technologies Trading Down 3.5%

Shares of Zebra Technologies stock opened at $264.62 on Friday. The company has a market capitalization of $13.41 billion, a P/E ratio of 32.39 and a beta of 1.69. The stock has a fifty day simple moving average of $251.71 and a 200 day simple moving average of $278.90. Zebra Technologies Corporation has a 12-month low of $205.73 and a 12-month high of $352.66. The company has a current ratio of 0.97, a quick ratio of 1.19 and a debt-to-equity ratio of 0.66.

Zebra Technologies (NASDAQ:ZBRA) last released its quarterly earnings results on Thursday, February 12th. The industrial products company reported $4.33 earnings per share for the quarter, missing analysts’ consensus estimates of $4.34 by ($0.01). Zebra Technologies had a net margin of 7.76% and a return on equity of 18.09%. The firm had revenue of $1.48 billion for the quarter, compared to the consensus estimate of $1.47 billion. During the same period in the previous year, the business earned $4.00 earnings per share. The firm’s revenue for the quarter was up 10.6% on a year-over-year basis. Zebra Technologies has set its Q1 2026 guidance at 4.050-4.350 EPS and its FY 2026 guidance at 17.700-18.300 EPS. On average, sell-side analysts anticipate that Zebra Technologies Corporation will post 13.71 earnings per share for the current fiscal year.

Key Headlines Impacting Zebra Technologies

Here are the key news stories impacting Zebra Technologies this week:

• Positive Sentiment: Management raised FY2026 and Q1 guidance well above consensus (sales and EPS) — this upgrade is the main catalyst for the recent rally. Reuters: Upbeat 2026 forecast
• Positive Sentiment: The board authorized an additional $1 billion share‑repurchase, increasing capital return and supporting EPS. BusinessWire: $1B buyback
• Positive Sentiment: Company reported revenue growth and highlighted strategic tailwinds — AI, RFID, machine vision and services that shift mix toward software/analytics (a longer‑term margin/recurring revenue story). Seeking Alpha: AI pivot
• Neutral Sentiment: Q4 results: revenue beat estimates ($1.48B) but EPS missed by $0.01 — revenue up ~10.6% YoY; management provided slide deck and call for more detail. BusinessWire: Q4 results
• Neutral Sentiment: Analyst reaction is mixed but includes bullish notes and higher price targets (e.g., Needham reaffirmed Buy with $345 PT), providing some aftermarket support. Benzinga: Needham reaffirmation
• Negative Sentiment: Management flagged a ~2‑point gross‑margin headwind from rising memory/chip costs in 2026; offset plans (price increases, productivity, robotics exit) are in place but execution risk remains. Yahoo: Memory costs and outlook
• Negative Sentiment: Despite guidance upside, the quarter showed higher expenses and a slight EPS miss and cash softness noted by some outlets — these mixed fundamentals help explain intraday volatility and profit‑taking. Zacks: EPS miss and expense note
• Negative Sentiment: Shares swung sharply after the beat/guidance — Furious short‑covering and momentum buying earlier this week created a high‑volatility setup that often leads to near‑term pullbacks. Fool: Volatility after big move

Insider Buying and Selling at Zebra Technologies

In other Zebra Technologies news, Director Satish Dhanasekaran bought 1,000 shares of Zebra Technologies stock in a transaction dated Tuesday, November 18th. The stock was bought at an average cost of $233.12 per share, with a total value of $233,120.00. Following the completion of the acquisition, the director directly owned 3,356 shares in the company, valued at approximately $782,350.72. The trade was a 42.44% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 0.84% of the stock is owned by insiders.

Zebra Technologies Profile

Zebra Technologies Corporation is a global technology company specializing in marking, tracking and computer printing solutions. The company produces a wide range of hardware and software products designed to enable real-time visibility of assets, inventory and personnel across diverse industries. Its offerings help businesses automate data capture and streamline operations in environments such as retail, healthcare, manufacturing, transportation and logistics.

The company’s product portfolio includes barcode and RFID printers, mobile computing devices, barcode scanners, RFID readers and related supplies such as labels and tags.